Below you will find details of some of the types of work undertaken by this team. For further details, please contact us.
Dickinson Dees PMS Performance Figures
Wealth Management
Our Portfolio Management Service (PMS) funds are carefully selected and managed by our Financial Planning Group. Our chosen range of collective investments are continuously monitored by the team within Wealth Management. We are able to obtain institutional rates with our chosen investment houses, thanks to the volume of funds that we invest. This is a discount of around 4.5% compared to purchasing the same funds from other advisors. For a client investing £100,000 this represents an initial saving in fund managers charges of £4,500.
Our PMS range also has other benefits: -
- Improves diversification as each fund is invested in all sectors of the stock market;
- Which in turn helps to reduce stock market investment risk;
- Increased taper relief.
- Thanks to our negotiated terms, part of the fund managers Annual Management Charges are shared with Dickinson Dees, which can be used to offset our costs.
Not only are we adding value to our clients by offering these services, through our professionally selected range of funds we are also helping add to their wealth! If you can think of any client who would like to benefit from a strong performing range of professionally selected and tax efficient investment funds, please do not hesitate to contact Richard Clark.
Please note that past performance is not necessarily a guide to future performance. Investments in our PMS funds can fall as well as rise. Dickinson Dees are Regulated by the Financial Services Authority and the Law Society.
Other recent work includes:-
Reviewing and revising benefit structures following the recent change in the taxation of pension schemes, the establishment and design of a new pension scheme for an employer following de-merger from the parent company and the restructuring of a defined benefit scheme to a new defined contribution scheme
Major projects include complex succession planning and wealth preservation manoeuvres involving implementing detailed capital gains tax, inheritance tax and income tax mitigation schemes. Other major projects include the creation and on going administration of Open Ended Investment Companies (OEICs) for high net worth individuals in order to streamline their financial affairs.
Converting existing portfolios into more tax efficient arrangements. This includes collective investment schemes that optimise returns in relation to capital gains tax, income tax and inheritance tax.
Regular work includes advice to lottery winners to establish a diversified and tax efficient investment portfolio to meet their long term financial goals.